Measured Wealth Private Client Group’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Measured Wealth Private Client Group’s Portfolio BXMX Stock Details BXMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-12,355	Closed	-$153K	–	156
2022 Q2	$153K	Sell	12,355 -7,744	-39%	-$104K	0.07%	172
2022 Q1	$286K	Sell	20,099 -484	-2%	-$6.78K	0.11%	119
2021 Q4	$302K	Sell	20,583 -3,384	-14%	-$49.8K	0.11%	119
2021 Q3	$341K	Sell	23,967 -99,914	-81%	-$1.46M	0.13%	106
2021 Q2	$1.78M	Buy	123,881 +6,471	+6%	+$91.1K	0.57%	35
2021 Q1	$1.58M	Buy	+117,410	New	+$1.51M	0.56%	35

Other funds holding BXMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Measured Wealth Private Client Group's BXMX Position: Q3 2022 in Review

Measured Wealth Private Client Group sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q3 2022, closing a stake of 12,355 shares — an estimated $153K sold.

Measured Wealth Private Client Group first reported a position in BXMX in Q1 2021 and held it in 6 quarters. The position peaked at $1.78M in Q2 2021. 122 funds tracked by Wall St. Rank hold BXMX as of Q3 2022.

Measured Wealth Private Client Group reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q3 2022 after selling out during the quarter.
Measured Wealth Private Client Group sold 12,355 Nuveen S&P 500 Buy-Write Income Fund shares in Q3 2022, an estimated $153K.
Measured Wealth Private Client Group first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2021 and held it in 6 quarters.
Measured Wealth Private Client Group's Nuveen S&P 500 Buy-Write Income Fund position peaked at $1.78M in Q2 2021.
122 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q3 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2022, filed 27 Oct 2022.